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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-29-2007
- Office Locations
- 1
Office Locations
About Nvest Wise, LLC
NVEST WISE, LLC (The Nvest Group) is a Georgia-based, planning-focused advisory led by founder Daphane Chiffon Simmons. The team emphasizes high-touch, client-centered relationships and defined operational procedures, delivering comprehensive financial and investment planning including portfolio construction, retirement, tax, estate and insurance planning. Investment approach highlights active management, asset allocation and risk management. The firm also supports community aid through Operation Love From Home, a registered 501(c)(3).
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Investment Themes
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Owner & Executives
DAPHANE CHIFFON SIMMONS
Founder, Owner, President
- CRD
- #4823869
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $71,720 | -- |
| Non-Discretionary | $299,367 | -- |
| Total | $371,087 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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